FAQs in this section
Where can I find my Calculus deal score?
How do I see the conversation insights on a deal?
How do I install the Calculus extension?
What happens when I install the Calculus extension?
What touchpoints does Calculus use to make recommendations?
What kind of recommendations do I get by Calculus while writing an email?
What is Deal Health Feature?
What is the role of Deal Health in sales?
What is Deal Health In Vtiger CRM
What is the Deal Health feature module availability?
What are the sections of Vtiger CRM Deal Health Feature?
What is Deal Score?
What is Predicted Close Date?
What is Engagement Score?
What is Sentiment Score?
What are Conversation Insights?
What is Conversation Timeline?
What is 'By Channel' under the Conversation Timeline?
What is 'By Category' under the Conversation Timeline?
What is 'By Sentiment' under the Conversation Timeline?
What is 'Touchpoints Summary' under the Conversation Timeline?
What is 'By Owners' under the Conversation Timeline?
What are the Calculus Deal Score Factors?
How to view the Deal Score factors?
How to access the Deal Health Feature?
Table of Contents
The Deal Health feature is only available after you install the Calculus extension from the Extension store.
Follow these steps to locate the Deal Health feature in Vtiger CRM:
The Deal Health section is available on the top right part of the screen as shown above.
Follow these steps to locate the Deal Health feature in Vtiger CRM:
- Login to your CRM account.
- Click the User Menu.
- Click Sales.
- Look for Pipeline Management.
- Click Deals.
- Click any Deal Record
The Deal Health section is available on the top right part of the screen as shown above.
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